Financial Planning & Information Services

Financial Planning & Information Services as of Sept. 30, 2015

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 31 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.4 $20M 197k 100.29
Ishares Tr Rus Mdcp Val Etf (IWS) 9.5 $15M 224k 67.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.3 $15M 186k 79.71
Vanguard Index Fds Value Etf (VTV) 8.6 $14M 178k 76.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.8 $13M 129k 96.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.3 $10M 303k 33.09
Vanguard Whitehall Fds High Div Yld (VYM) 4.6 $7.3M 117k 62.65
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.1 $6.5M 184k 35.64
Vanguard World Fds Materials Etf (VAW) 4.0 $6.4M 73k 87.33
Ishares Tr Msci Emg Mkt Etf (EEM) 3.9 $6.2M 190k 32.78
Ishares Tr Msci Eafe Etf (EFA) 3.7 $5.8M 102k 57.32
Vanguard Bd Index Short Trm Bond (BSV) 3.3 $5.2M 64k 80.40
Ishares Tr Core Us Val Etf (IUSV) 3.2 $5.2M 43k 121.61
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $5.1M 44k 116.66
Ishares Tr Sp Smcp600vl Etf (IJS) 3.1 $5.0M 47k 104.79
Ishares Tr Rus 2000 Val Etf (IWN) 2.5 $3.9M 43k 90.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.0 $3.1M 27k 115.33
Powershares Qqq Trust Unit Ser 1 1.7 $2.7M 27k 101.74
Wec Energy Group (WEC) 1.6 $2.5M 47k 52.22
Procter & Gamble Company (PG) 1.1 $1.7M 24k 71.95
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.5M 14k 107.97
Bank Mutual Corporation 0.7 $1.1M 142k 7.68
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.0M 12k 83.24
JPMorgan Chase & Co. (JPM) 0.6 $983k 16k 60.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $378k 2.0k 191.39
Fidelity National Information Services (FIS) 0.2 $368k 5.5k 67.07
Alliant Energy Corporation (LNT) 0.2 $337k 5.8k 58.41
Ishares Tr Tips Bd Etf (TIP) 0.2 $274k 2.5k 110.53
Kimberly-Clark Corporation (KMB) 0.1 $230k 2.1k 108.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $228k 2.1k 107.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $209k 1.6k 130.38